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Create an ODBC connection


Create an ODBC connection

ODBC connection," bridge " company data,import,custom reports:
An ODBC connection is like a "bridge" between your CD(Company Data) and an ODBC compliant application. It determines which applications you can use to import data and create custom reports.

ODBC connection,ODBC user:
Note: You must create an ODBC user before you create an ODBC connection.

company file,ODBC connection:
To establish an ODBC connection, your CF(Company File) must be:

  • Set to host MUA(Multi-User Access) (Check this setting)

    1. Open QuickBooks and log in to your CF(Company File).

    2. Choose File > Utilities > Host Multi-User Access . If the menu shows Stop Hosting Multi-user Access , no change is necessary.

    3. Click Yes .

    4. Click Yes to close and reopen QuickBooks in SUM(Single-User Mode).

    5. In the Multi-user setup information window, click OK .

  • Toggled to MUM(Multi-User Mode) (Check this setting)

    1. to,Mode:
      Choose File > Switch to Multi-user Mode . (If the menu shows Switch to Single-user Mode , no change is necessary.)

    2. If prompted to set up new QU(Quickbooks Users), click No .

Create an ODBC connection—Microsoft Access

steps,Access 2007,use,version:
Note: These steps are for Access 2007. The steps vary slightly if you use a different version.

  1. Open QuickBooks and log in to your CF(Company File).

  2. Open Access.

  3. Click the Blank Database button.

  4. On the RS(Right Side) of the window, in the File Name field, enter a database name.

  5. (Optional) Browse to an appropriate folder to save the database.

  6. Click the Create button.

  7. On the Access ribbon , choose External Data > More > ODBC Database .

  8. table current database,current database,ODBC Database window,Import:
    In the Get External Data - ODBC Database window, select Import the source data into a new table in the current database .

  9. Click OK .

  10. field:
    In the Look in field, browse to the location of your QuickBooks CF(Company File). Tip: Click the yellow folder button to go up a folder level.

  11. Select company file,the,computer,set,file extensions:
    Select the CF(Company File) with the .DSN extension. For example: sample company.QBW.DSN . Tip: If your computer is set to hide file extensions, your CF(Company File) appears like sample company . In this case, select the .DSN file which appears like sample company.QBW .

  12. Click OK .

  13. In the User ID field, enter your ODBC UN(User Name).

  14. In the Password field, enter the ODBC user password.

  15. Select the Encrypt password checkbox for added security.

  16. Click OK .

  17. Scroll down until you see tables that begin with QBReportAdminGroup .

  18. From the Tables list, select the table(s) to import. For example, to import the Customers & Jobs list, select QBReportAdminGroup_v_lst_customer .

  19. Click OK .

  20. repeat,import:
    (Optional) If you plan to repeat this import, select Save import steps and complete the remaining windows.

  21. Click the Close button.

Create an ODBC connection— Excel

steps,Excel 2007,use,version:
Note: These steps are for Excel 2007. The steps vary slightly if you use a different version.

  1. Open QuickBooks and log in to your CF(Company File).

  2. Open Excel.

  3. Data,Sources Microsoft Query:
    On the Excel ribbon , choose Data > From Other Sources > From Microsoft Query .

  4. In the Choose Data Source window, click the Databases tab.

  5. Click the Browse button.

  6. store,QuickBooks company file:
    Browse to the folder where you store your QuickBooks CF(Company File).

  7. Select company file,the,computer,set,file extensions:
    Select the CF(Company File) with the .DSN extension. For example: sample company.QBW.DSN . Tip: If your computer is set to hide file extensions, your CF(Company File) appears like sample company . In this case, select the .DSN file which appears like sample company.QBW .

  8. Excel,company file,automatically:
    Click Open . In the Choose Data Source window, Excel automatically selects your CF(Company File).

  9. Excel:
    Click OK . Excel opens the Connect to SQL Anywhere window.

  10. In the User ID field, enter your ODBC UN(User Name).

  11. In the Password field, enter the ODBC user password.

  12. Select the Encrypt password checkbox for added security.

  13. Excel,Query Wizard:
    Click OK . Excel opens the Query Wizard - Choose Columns window.

  14. Excel,Table Options window:
    Click the Options button. Excel opens the Table Options window.

  15. Click the Creator drop-down arrow and select QBReportAdminGroup .

  16. Click OK . Excel shows a list of tables you can import.

  17. To import the full table:

    1. Select,table to,import:
      Select a table to import. For example, to import the Customers & Jobs list, scroll down and select v_lst_customer .

    2. Click the > button.

  18. To import specific fields from the table:

    1. Select,table to,import:
      Select a table to import.

    2. Select the + button to the left of the table name.

    3. Select fields one at a time and click the > button.

  19. Excel,Query Wizard – Filter Data window:
    Click Next . Excel opens the Query Wizard – Filter Data window.

  20. To include all available data in the import, click Next .

  21. To specify the fields to import (filter):

    1. Select,field to,filter:
      Select a field to filter.

    2. Add appropriate filters to limit the data Excel imports. (See an example)

      import,Jobs list,However only customers,However only,credit limit,However customers:
      You want to import the Customers & Jobs list. However, you only want customers with a credit limit greater than $500.

      1. Select the credit_limit_amt column to the left.

      2. Click the credit_limit_amt drop-down arrow and select is greater than .

      3. Enter 500 in the field to the right.

      4. more filters,steps line:
        To add more filters to the selected field, follow the same steps on the next line.

      5. Select And or Or to specify how the filters relate to each other.

  22. Excel,Query Wizard – Sort Order window:
    Click Next . Excel opens the Query Wizard – Sort Order window.

  23. Sort,field:
    Click the Sort by drop-down arrow and select an appropriate field.

  24. Select Ascending or Descending . Choose more sort columns if necessary.

  25. Click Next .

  26. Query button,repeat,import,windows:
    (Optional) If you plan to repeat this import, click the Save Query button and complete the remaining windows.

  27. Click the Finish button.

  28. In the Import Data window, click OK .

  29. button,Excel:
    Click the Save button in Excel.

What's next?

step,to,https://quickbooky.com,ODBC connection,ODBC user:
After you create an ODBC user and an ODBC connection, your next step is to https://quickbooky.com .

For additional resources and documentation, visit the https://quickbooky.com .

See also


Source: Create an ODBC connection | Intuit Help | Knowledgebase ID: 160431
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